# KEVIN JOHN WILLIAMS

KEVIN JOHN WILLIAMS is an investment adviser representative (IAR) with state registration records since 2005, appearing at 9 firms. Currently registered with SYNERGY ASSET MANAGEMENT, LLC.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LIFETIME FINANCIAL, INC.](https://search.stillhousedata.com/firm/161124) | 2022-09-27 | 2026-06-18 | — |
| [SYNERGY ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/117201) | 2020-04-17 | present | Yes |
| [GENNAKER CAPITAL LLC](https://search.stillhousedata.com/firm/289969) | 2018-10-24 | 2020-04-01 | — |
| [GOLDBLOOM WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/153678) | 2016-03-01 | 2018-06-15 | — |
| [ELITE WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/132122) | 2013-01-31 | 2015-03-25 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2008-01-24 | 2013-01-14 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2008-01-24 | 2013-01-14 | — |
| [KEY INVESTMENT SERVICES LLC](https://search.stillhousedata.com/firm/136300) | 2006-05-11 | 2008-01-02 | — |
| [SHELGREN FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/117056) | 2005-02-16 | 2006-07-27 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2537082)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2537082.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.